See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,732 | $53,516+6.0% | $126,539-55.2% | $84,808-33.1% |
| Participation rate | 37.1% | 58.2%-21.1pp | 69.8%-32.7pp | 68.3%-31.2pp |
| Annual return | 15.95% | 58.34%-42.4pp | 425.95%-410.0pp | 40.90%-24.9pp |
| Employer contribution / active EE | $489 | $1,535-68.2% | $3,674-86.7% | $2,631-81.4% |
| Participant deferral / active EE | $2,472 | $2,671-7.4% | $4,083-39.5% | $4,212-41.3% |
| Admin fee / account holder | $2,353 | $4,497-47.7% | $6,065-61.2% | $7,344-68.0% |